Investment Product Sales Specialist

6 hours ago


Altoona, Pennsylvania, United States Saturna Capital Full time
Job OverviewSaturna Capital is seeking a skilled Investment Product Salesperson to support the US Mid-West market. The ideal candidate will have previous investment advisory experience with a broker-dealer and the ability to build and maintain relationships with other investment providers. We are looking for a team player with a curious mind and exceptional communication skills to work remotely and have the ability to travel. Key Responsibilities
  • Manage territory and generate sales to meet objectives
  • Identify prospects and establish new relationships with advisors
  • Determine key relationships and develop a plan to increase client AUM
  • Cross-sell Saturna services, including retirement plans and trust services
  • Attend multiple weekend conferences throughout the year
  • Present technical product knowledge in an innovative way
  • Data-mine and report through Salesforce
  • Follow company policies regarding industry rules and regulations for securities and investment products
Benefits
  • 100% company-paid medical premium for employee PPO plan; HDHP provides full family coverage at no cost
  • Health Savings Account with employer contribution, Employee Assistance Program, regular Wellness activities
  • 401k with generous match
  • Profit sharing and annual performance bonuses
  • 11 personal and 10 vacation days after first year
  • 10 paid holidays (per NYSE holiday schedule)
  • Paid Parental and Bereavement leaves
  • Up to $1,000 per month in childcare/tuition assistance
  • Adult continuing education and professional development assistance
  • Free YMCA gym membership or equivalent for remote staff
Requirements
  • Bachelor's Degree or equivalent combination of education and experience
  • Ability to obtain FINRA licenses SIE,7 and 66 within 9 months of employment


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